Page 7 - Earnings Growth
Fiem Industries surges 6% on healthy outlook, stock up 56% in one month
Overall, the management believes that the worst is behind the two-wheeler industry and expects the industry to get back on its growth path.
 "Fiem Industries surges 6% on healthy outlook, stock up 56% in one month")
JP Morgan sees RIL at Rs 3170 in a year; upgrades stock to overweight
The brokerage firm cites a positive earnings revision cycle ahead, given the strong refining and gas environment, for the ratings upgrade.
 "JP Morgan sees RIL at Rs 3170 in a year; upgrades stock to overweight")
ITC gains 1% after Motilal upgrades rating; stock up 23% thus far in 2022
Motilal Oswal Financial Services (MOSL) upgraded rating on the stock to 'Buy' with a price target price of Rs 335 per share.
 "ITC gains 1% after Motilal upgrades rating; stock up 23% thus far in 2022")
Second half of FY23 is likely to see higher earnings growth: Swati Kulkarni
We can see a possible earnings growth revival in the automobile sector if the raw material pressure softens and semiconductor availability improves
 "Second half of FY23 is likely to see higher earnings growth: Swati Kulkarni")
IIFL Finance net profit rises 30% to Rs 321 crore in March quarter
IIFL Finance on Thursday reported a 30 per cent growth in net profit to Rs 321 crore for the March quarter, driven by strong loan sales and lower provisioning for impaired assets.
 "IIFL Finance net profit rises 30% to Rs 321 crore in March quarter")
Return from well-managed portfolios may be 15-20%, at best: P Kacholia
The domestic market being in a cyclical bull run, the more prudent thing would be to buy on dips, said MD Kacholia
 "Return from well-managed portfolios may be 15-20%, at best: P Kacholia")
European shares tumble as disappointing earnings fan investor fears
Oil prices pulled back too as another bout of risk aversion spread across markets and sent traders looking for safety in government bonds.
 "European shares tumble as disappointing earnings fan investor fears")
Market is factoring in a 26% earnings CAGR over FY21-23: Nomura
Besides strong corporate earnings, the current rally in the equity markets is also supported by benign macros, Nomura said, with a very supportive monetary policy
 "Market is factoring in a 26% earnings CAGR over FY21-23: Nomura")
India is first pick among Asia emerging markets for Morgan Stanley
The earnings momentum has been quite resilient and the policy momentum quite focused towards improving the infrastructure and attractiveness in the global supply chain: Daniel Blake of Morgan Stanley
 "India is first pick among Asia emerging markets for Morgan Stanley")
Visible Covid & market rally, invisible growth
The market rally is visible, as is the horrendous impact of Covid 19. What is invisible is earnings growth
Analysts cautious on corporate earnings growth amid Covid-led lockdown
During the first wave, FY21 and FY22 Nifty earnings estimates, according to analysts at Jefferies, were cut by 33 per cent and 21 per cent respectively till September 2020
 "Analysts cautious on corporate earnings growth amid Covid-led lockdown")
Earnings growth estimates to keep market in good stead: Nischal Maheshwari
Given we may not see the same kind of growth in the Nifty this year, stock picking is the way to go, says Maheshwari
 "Earnings growth estimates to keep market in good stead: Nischal Maheshwari")
Private Banks Q4 preview: Rise in bond yields may dent income; NPA nos eyed
Analysts believe that the truer impact of Covid-19 as regards NPAs could be visible in the quarter even as banks may be tempted to remain prudent due to the second wave of coronavirus
 "Private Banks Q4 preview: Rise in bond yields may dent income; NPA nos eyed")
What could India Inc's Q4 report card look like? Here's a glimpse
As per some experts, Nifty50 could possibly post the highest earnings growth in a decade in a financial year that was marked by turbulent times in the form of pandemic to lockdowns to GDP contractions
 "What could India Inc's Q4 report card look like? Here's a glimpse")
Earnings estimates of India Inc see upgrade after strong Q3 results
Analysts at top brokerages raise FY21-FY23 estimates by 5-6%
 "Earnings estimates of India Inc see upgrade after strong Q3 results")
96% people faced drop in earnings during Covid-19 lockdown: Survey
The Centre announced a nationwide lockdown in March last year following the outbreak of COVID-19 in the country. Later, after a few months, restrictions were gradually eased in a phased manner
 "96% people faced drop in earnings during Covid-19 lockdown: Survey")
India Inc's profit contribution to GDP at two-decade low, shows data
The earnings per share (EPS) for Nifty companies was Rs 416 in FY17.
 "India Inc's profit contribution to GDP at two-decade low, shows data")
Budget, US stimulus: 5 factors that could help market after scaling 50,000
Business Standard looks at five key factors that market players believe could have a bearing on the market movement in the near term
 "Budget, US stimulus: 5 factors that could help market after scaling 50,000")
Lofty earnings growth estimates, liquidity boom keep stocks afloat
Analysts are forecasting Nifty EPS to grow 60% by FY23
 "Lofty earnings growth estimates, liquidity boom keep stocks afloat")
India's stock market is barometer of economic concentration: Shankar Sharma
It is not all gloom and doom. The rural economy has held up quite well and we should start appreciating it even more, says Sharma in an interview with Puneet Wadhwa
 "India's stock market is barometer of economic concentration: Shankar Sharma")
